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Disclosery

WealthPLAN Partners, LLC: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on COWZ, newest first. How the timeline and the estimate are built.

WealthPLAN Partners, LLC held 67,733 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,733 shares
    Change vs previous 13F -25,471 shares

    0.81% of the 13F portfolio, value $4,212,994.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,204 shares
    Change vs previous 13F -18,833 shares

    1.13% of the 13F portfolio, value $5,830,838.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 112,037 shares
    Change vs previous 13F -76,533 shares

    1.01% of the 13F portfolio, value $6,741,248.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 188,570 shares
    Change vs previous 13F -41,835 shares

    1.62% of the 13F portfolio, value $10,837,136.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 230,405 shares
    Change vs previous 13F -85,068 shares

    2.04% of the 13F portfolio, value $12,695,277.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 315,473 shares
    Change vs previous 13F +5,366 shares

    2.44% of the 13F portfolio, value $17,275,305.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 310,107 shares
    Change vs previous 13F -13,360 shares

    2.48% of the 13F portfolio, value $17,514,833.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 323,467 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $18,706,093.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).